Virtus Investment Partners VRTS
NYSE VRTS
$152.67 -4.98 (-3.16%)
As of: Sep 9, 2026 · 3:59 PM EDT

Virtus Investment Partners (VRTS) Invested Capital (2010 - 2026)

Virtus Investment Partners' (VRTS) quarterly Invested Capital came in at $1.4 billion in Q2 2026, up 20.84% on a YoY basis from $1.1 billion in Q2 2025, and up 0.54% quarter-over-quarter from $1.4 billion in Q1 2026.

Analysis

Virtus Investment Partners (VRTS) Invested Capital (2010 - 2026) Analysis & Trends

Virtus Investment Partners (VRTS) has reported Invested Capital for 17 consecutive years, with $1.4 billion the latest figure, recorded in Q2 2026.

  • For the quarter ending Q2 2026, Invested Capital rose 20.84% year-over-year to $1.4 billion; the trailing twelve-month figure through Jun 2026 stood at $1.4 billion (up 20.84% YoY), and the FY2025 full-year result was $1.3 billion, up 16.85% from the prior year.
  • Invested Capital climbed to $1.4 billion in Q2 2026 per VRTS's latest filing, from $1.4 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $1.4 billion in Q2 2026 and bottomed at $1.0 billion in Q2 2022.
  • Historically, Invested Capital has averaged $1.2 billion across 5 years, with a median of $1.1 billion in 2024.
  • The sharpest annual moves came in 2024 and 2026: Invested Capital declined 2.71% in 2024, then climbed 20.84% in 2026.
  • Over 5 years, Invested Capital stood at $1.1 billion in 2022, then rose by 4.06% to $1.1 billion in 2023, then increased by 1.08% to $1.1 billion in 2024, then gained by 16.85% to $1.3 billion in 2025, then gained by 3.03% to $1.4 billion in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $1.4 billion, $1.4 billion, and $1.3 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 BlackRock 173.88 Bn 160.24 Bn - 78.46 Bn
2 Spdr Gold Trust 143.21 Bn -414.80 Bn - -
3 World Gold Trust 30.03 Bn -73.04 Bn - -
4 Ishares Gold Trust 27.84 Bn -32.27 Bn - -
5 Principal Financial 25.04 Bn -27.21 Bn 1.91 Bn 16.53 Bn
6 iShares Silver Trust 23.18 Bn -5.03 Bn - -
7 Franklin Resources 17.63 Bn 15.39 Bn - 15.32 Bn
8 Invesco 14.60 Bn 14.32 Bn 1.79 Bn 14.73 Bn
9 Affiliated Managers 9.57 Bn 10.05 Bn - 11.32 Bn
10 Virtus Investment Partners 1.06 Bn 1.08 Bn 169.16 Mn 1.36 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 1.36 Bn
Mar 31, 2026 1.36 Bn
Dec 31, 2025 1.32 Bn
Sep 30, 2025 1.31 Bn
Jun 30, 2025 1.13 Bn
Mar 31, 2025 1.13 Bn
Dec 31, 2024 1.13 Bn
Sep 30, 2024 1.13 Bn
Jun 30, 2024 1.12 Bn
Mar 31, 2024 1.13 Bn
Dec 31, 2023 1.12 Bn
Sep 30, 2023 1.14 Bn
Jun 30, 2023 1.15 Bn
Mar 31, 2023 1.10 Bn
Dec 31, 2022 1.08 Bn
Sep 30, 2022 1.06 Bn
Jun 30, 2022 1.05 Bn
Mar 31, 2022 1.09 Bn
Dec 31, 2021 1.10 Bn
Sep 30, 2021 1.09 Bn